Episodes
Thursday Jul 06, 2023
Retirement Rebels: Winning Your Financial Independence
Thursday Jul 06, 2023
Thursday Jul 06, 2023
Celebrate the spirit of July 4th with our latest episode as we tackle the concept of Financial Independence. While the American colonists fought for freedom from British rule, we’re here to discuss what you’re striving to be independent from in your retirement. We’ll unveil the common foes you’ll face on the journey. And good news, no muskets required for these battles…
Links & Show Notes:
Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/
Call: 989-401-2949
Thursday Jun 22, 2023
Counterintuitive Advice: Why You Should NOT Invest In A 401(k)
Thursday Jun 22, 2023
Thursday Jun 22, 2023
Don’t get us wrong. In many cases, your 401(k) can be your best investment vehicle, offering numerous benefits and tax advantages and many times a 100% return on some of your contributions (also known as an employer match). However, it's important to recognize that it might not always be the optimal choice for everyone. Join us in this thought-provoking episode as we dissect the reasons why someone should NOT invest in a 401(k).
Links & Show Notes:
Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/
Call: 989-401-2949
Friday Jun 09, 2023
Bad Money Habits Could Spoil Your Retirement Party
Friday Jun 09, 2023
Friday Jun 09, 2023
Picture this: You're at your retirement party, finally ready to enjoy your golden years, but worries caused by some bad money habits have robbed you of fully enjoying the sweetness of the day. It happens to more people than you think, which is unfortunate because with just a little bit of modification, you can rid some of the worst money habits from your life and set yourself up for retirement success.
Links & Show Notes:
Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/
Call: 989-401-2949
Thursday May 18, 2023
5 Beneficiary Mistakes: Are You Accidentally Spoiling Your Retirement Plan?
Thursday May 18, 2023
Thursday May 18, 2023
Beneficiaries are an important part of a well-thought-out retirement plan. While it may seem like naming beneficiaries is a simple task, there are some areas in this process that are easy to overlook, which could cause major complications down the road. In this episode, we’ll address five common beneficiary mistakes. We’ll bring these mistakes to your attention and explain why these could damage your retirement if you’re not careful.
Links & Show Notes:
Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/
Call: 989-401-2949
Thursday May 04, 2023
Rookie Mistakes Even Experienced Investors Make
Thursday May 04, 2023
Thursday May 04, 2023
Even if you're a seasoned investor, it can be easy to make rookie mistakes. In this episode, we'll delve into the top 5 mistakes that we see people make and offer practical tips to avoid them. Whether you're investing in something without a clear purpose, underestimating the level of risk involved, or following "hot tips," these common pitfalls can have detrimental effects on your portfolio. By tuning in, you'll gain valuable insights on investing that can help you make more informed financial decisions.
Links & Show Notes:
Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/
Call: 989-401-2949
Thursday Apr 20, 2023
A Comprehensive Dismantling Of 2023’s Top Social Security Myths, Part 2
Thursday Apr 20, 2023
Thursday Apr 20, 2023
Social Security is often misunderstood and ill-planned for, costing lost opportunities for many Americans. Myths, rumors, and misunderstandings are pervasive in the world of Social Security. In this episode, we will finish up our discussion on 5 common misunderstandings about Social Security.
Links & Show Notes:
Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/
Call: 989-401-2949
Thursday Apr 06, 2023
A Comprehensive Dismantling Of 2023’s Top Social Security Myths, Part 1
Thursday Apr 06, 2023
Thursday Apr 06, 2023
Social Security is often misunderstood and ill-planned for, costing lost opportunities for many Americans. Myths, rumors, and misunderstandings are pervasive in the world of Social Security. In this show, we’ll look to clear up 5 misunderstandings about Social Security.
Links & Show Notes:
Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/
Call: 989-401-2949
Thursday Mar 16, 2023
Should An Advisor Tailor A Plan To Fit Your Personality?
Thursday Mar 16, 2023
Thursday Mar 16, 2023
Are you tired of one-size-fits-all financial advice that doesn't quite fit your unique needs and goals? In this episode, we'll tackle the question of whether an advisor should tailor a plan to fit your personality. We'll discuss the pros and cons of different approaches and explore how understanding your financial personality can help you make more informed decisions.
Links & Show Notes:
Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/
Call: 989-401-2949
Friday Mar 03, 2023
Moving Your Retirement Goalposts: Is It Worth The Risk?
Friday Mar 03, 2023
Friday Mar 03, 2023
Do you ever feel like your retirement planning goals are always moving? You're not alone. We’ve found that people often move the goalposts in their own retirement planning, often to their detriment. In this episode, we're diving deep into the psychology of retirement planning and the dangers of moving the goalposts.
Links & Show Notes:
Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/
Call: 989-401-2949
Thursday Feb 16, 2023
Top Tax Tips For Retirees
Thursday Feb 16, 2023
Thursday Feb 16, 2023
Retirement can come with a lot of tax questions and concerns. From understanding the tax implications of withdrawing from your retirement accounts to minimizing taxes on investment income, it can be overwhelming. On today’s episode, we’ll break down the top tax questions retirees are asking in 2023. Before you file your 2022 taxes and plan ahead for the rest of the year, make sure to listen to this episode as we’ll discuss some important tax questions that retirees should ask themselves to ensure they're making the most of their retirement savings and minimizing their tax burden.
Links & Show Notes:
Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/
Call: 989-401-2949